AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.84B
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,608
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$62.5M
3 +$37.3M
4
LKQ icon
LKQ Corp
LKQ
+$31M
5
CRM icon
Salesforce
CRM
+$14.4M

Top Sells

1 +$237M
2 +$133M
3 +$75.6M
4
FWRD icon
Forward Air
FWRD
+$37.8M
5
AMZN icon
Amazon
AMZN
+$28.9M

Sector Composition

1 Technology 15.89%
2 Industrials 12.63%
3 Consumer Discretionary 11.04%
4 Financials 9.22%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MOH icon
1651
Molina Healthcare
MOH
$7.41B
$11.5K ﹤0.01%
+66
SBAC icon
1652
SBA Communications
SBAC
$20.5B
$11.4K ﹤0.01%
59
+53
HSBC icon
1653
HSBC
HSBC
$297B
$11.4K ﹤0.01%
+145
SANM icon
1654
Sanmina
SANM
$6.9B
$11.4K ﹤0.01%
76
PII icon
1655
Polaris
PII
$3B
$11.4K ﹤0.01%
+180
AAL icon
1656
American Airlines Group
AAL
$7.4B
$11.4K ﹤0.01%
742
+489
FXU icon
1657
First Trust Utilities AlphaDEX Fund
FXU
$845M
$11.3K ﹤0.01%
250
DDM icon
1658
ProShares Ultra Dow30
DDM
$489M
$11.1K ﹤0.01%
195
+1
SAIA icon
1659
Saia
SAIA
$9.84B
$11.1K ﹤0.01%
34
+32
HWM icon
1660
Howmet Aerospace
HWM
$102B
$11.1K ﹤0.01%
54
+41
EXAS icon
1661
Exact Sciences
EXAS
$19.8B
$11.1K ﹤0.01%
+109
MUSA icon
1662
Murphy USA
MUSA
$8.06B
$10.9K ﹤0.01%
27
IP icon
1663
International Paper
IP
$20.8B
$10.8K ﹤0.01%
273
+269
TWN
1664
Taiwan Fund
TWN
$354M
$10.7K ﹤0.01%
200
WFRD icon
1665
Weatherford International
WFRD
$6.77B
$10.6K ﹤0.01%
+136
CVNA icon
1666
Carvana
CVNA
$46.4B
$10.6K ﹤0.01%
+25
XPEV icon
1667
XPeng
XPEV
$18.1B
$10.5K ﹤0.01%
520
ACWX icon
1668
iShares MSCI ACWI ex US ETF
ACWX
$9.07B
$10.5K ﹤0.01%
156
QXO
1669
QXO Inc
QXO
$15.4B
$10.4K ﹤0.01%
+537
SLVM icon
1670
Sylvamo
SLVM
$1.72B
$10.4K ﹤0.01%
215
-45
TRNS icon
1671
Transcat
TRNS
$669M
$10.3K ﹤0.01%
181
-4
RSSS icon
1672
Research Solutions
RSSS
$77M
$10.3K ﹤0.01%
+3,490
SMCI icon
1673
Super Micro Computer
SMCI
$19.2B
$10.2K ﹤0.01%
350
-6
WYNN icon
1674
Wynn Resorts
WYNN
$10.8B
$10.2K ﹤0.01%
85
+83
FIGB icon
1675
Fidelity Investment Grade Bond ETF
FIGB
$445M
$10.2K ﹤0.01%
235